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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1076
Cortland Associates
Missouri
$268K +$1.29K +5 +0.6%
FBFS
1077
First Business Financial Services
Wisconsin
$266K
EP
1078
Eudaimonia Partners
Tennessee
$266K
OAM
1079
Oak Asset Management
California
$265K
FFA
1080
Fortune Financial Advisors
Kansas
$264K
SWM
1081
SeaCrest Wealth Management
New York
$264K -$81.2K -315 -26%
ZF
1082
Zhang Financial
Michigan
$264K
WTC
1083
WhitTier Trust Company
Nevada
$262K -$240K -933 -51%
AAS
1084
Annex Advisory Services
Wisconsin
$262K +$229K +888 New
ET
1085
Equitable Trust
Tennessee
$262K +$229K +888 New
CIA
1086
Choate Investment Advisors
Massachusetts
$261K
PCM
1087
Penserra Capital Management
California
$261K -$152K -590 -40%
IWA
1088
Icon Wealth Advisors
Texas
$260K +$73.7K +286 +48%
CPBTD
1089
Central Pacific Bank - Trust Division
Hawaii
$260K +$228K +883 New
NAS
1090
Nicolet Advisory Services
Wisconsin
$259K -$15.7K -61 -7%
P
1091
&Partners
Tennessee
$258K +$226K +877 New
LMKC
1092
L.M. Kohn & Company
Ohio
$257K
HIP
1093
HUB Investment Partners
Texas
$257K +$225K +872 New
ACGA
1094
Atlanta Consulting Group Advisors
Georgia
$256K +$224K +870 New
GSB
1095
Greenfield Savings Bank
Massachusetts
$256K -$6.18K -24 -3%
PWLP
1096
Prio Wealth Limited Partnership
Massachusetts
$255K -$773 -3 -0.3%
WGAM
1097
Wilkinson Global Asset Management
New York
$253K -$33.5K -130 -13%
9WM
1098
9258 Wealth Management
Ohio
$253K +$221K +859 New
OFS
1099
OneAscent Financial Services
Alabama
$251K -$14.2K -55 -6%
CTA
1100
Colonial Trust Advisors
South Carolina
$250K -$3.61K -14 -2%